Andrew Michael Baugh
Investment adviser representative at Legacy Capital Group California, Inc.
28 yearsExperience
2 statesRegistered in
CFADesignation
$535.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street Financial, LLCFeb 2015 to now
- React Investment Solutions LLCOct 2009 to now
- Legacy Capital Group California, Inc.Feb 1998 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, IN).
Legacy Capital Group California, Inc.
$535.7MAssets managed
231Clients
3Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2621445
- Firm CRD
- 111436